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Mar 22, 2013
03/13
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you've got the energy renaissance in the united states. and the reshoring. h.e.r. that's basically been driving the market, plus the absence of bad things and monetary stimulus. prospects are going to call the tune, maria. and if you have difficulty in the profits, the markets are going to sell off, so profits, wages, structural reform. those are the things you need to see to get us to the promised land of much higher numbers ton s&p. >> are you surprised this market is higher today ahead of a weekend that's going to be so critical to cyprus? >> definitely. and i think it's this fear of downside versus fear of missing out. everybody doesn't want to be the person that didn't get in front of this rally and that as to be the person that has to explain to their investors why they're not up for the year when the entire market is. so people are staying long, but they're buying hedges, buying protection to save themselves. >> they're chasing this market. >> time to step back and buy an apple now. buy some apple. going to have the dividend increase. going to get that cell
you've got the energy renaissance in the united states. and the reshoring. h.e.r. that's basically been driving the market, plus the absence of bad things and monetary stimulus. prospects are going to call the tune, maria. and if you have difficulty in the profits, the markets are going to sell off, so profits, wages, structural reform. those are the things you need to see to get us to the promised land of much higher numbers ton s&p. >> are you surprised this market is higher today...
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Mar 18, 2013
03/13
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other names in the green, best buy as well as consol energy. laggards, helmeritch & paine. and finally. in the nasdaq. intuitive surgical. analysts saying upside potential outweighs downside risk over the next month months. back to you. >> thanks, josh. >>> we're heading toward the close. about 50 minutes left here. let's see if the markets will turn positive and finish that way for the day. right now the dow is down 23 points zblrjts coming up, we talk with former treasury secretary larry summers. he'll tell us what's worrying him about the bailout in cyprus. >>> the dogs of the dow strategy worked again, so far. last year's worst performer is its best now. hewlett-packard helping the dow weather the storm from europe. get this. the once beleaguered stock is this year's best performer. up 60% just this year. we'll talk about whether hp can stay red hot coming up. >>> noted banking analyst meredith whitney sees a tremendous buying opportunity in one big bank. we'll want to talk about bank of america, jpmorgan. which one does she like? stick around to find out when we speak
other names in the green, best buy as well as consol energy. laggards, helmeritch & paine. and finally. in the nasdaq. intuitive surgical. analysts saying upside potential outweighs downside risk over the next month months. back to you. >> thanks, josh. >>> we're heading toward the close. about 50 minutes left here. let's see if the markets will turn positive and finish that way for the day. right now the dow is down 23 points zblrjts coming up, we talk with former treasury...
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Mar 19, 2013
03/13
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>> sectors are technology, industrials, energy, from a thematic basis, discipline value and dividend growth. not yield, but dividend growth. >> great to see you. brian, adam, thank you. thanks for your thoughts today. we're coming back with the closing countdown. stick around. we'll find out whether the dow and s&p can remain positive or whether we have this three-day sell-off. >> then the ceo of software maker adobe systems will be with me breaking down his company's earnings, before he speaks to analysts. you're watching the "closing bell" on cnbc, first in business worldwide. investor. yeah, i'm a serious investor but i'm a busy guy. it used to be easier but now there are more choices than ever. i want to know exactly what i am investing in. i want to know exactly how much i'm paying. i want to use the same stuff the big guys use. find out why nine out of ten large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectives, risks, charges and expenses. read and consider it carefully before in
>> sectors are technology, industrials, energy, from a thematic basis, discipline value and dividend growth. not yield, but dividend growth. >> great to see you. brian, adam, thank you. thanks for your thoughts today. we're coming back with the closing countdown. stick around. we'll find out whether the dow and s&p can remain positive or whether we have this three-day sell-off. >> then the ceo of software maker adobe systems will be with me breaking down his company's...
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Mar 25, 2013
03/13
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yet i'm market weight on energy. if we're looking at the energy sector on a relative basis the last 18 months that sector has been an underperformer. technically i'm not seeing a lot to get excited about. also we have a strengthening u.s. dollar. i see that as a bit of a head wind for the energy sector. where i diverge with brian is on the health care sector. i've got an overweight on that sector. that's probably the one sector i continue to pound the table on. again, a big overweight there. we've got strong technicals. we have good valuations. sector trades around 14.5 times. that's a discount to its ten-year average. a great balance sheet. we continue to really like the health care sector. that's probably our top sector we like the most now. >> under weight, mr. belski. krou don't like telecom. you don't like utilities. >> no. from an asset basis they're burning lots of cash. telecom companies are taking on each other in pricing. they're going to have a hard time with earnings growth. for dividend growth telecom lo
yet i'm market weight on energy. if we're looking at the energy sector on a relative basis the last 18 months that sector has been an underperformer. technically i'm not seeing a lot to get excited about. also we have a strengthening u.s. dollar. i see that as a bit of a head wind for the energy sector. where i diverge with brian is on the health care sector. i've got an overweight on that sector. that's probably the one sector i continue to pound the table on. again, a big overweight there....
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Mar 19, 2013
03/13
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in addition, energy continues to look attractive. so, again, a very pro-cyclical stance, but one we think is very appealing from a value situation standpoint. >> okay. and in terms of sectors leading growth, same question to you both. what do you think? >> we're going to add on to that list. things like the regional financials the that have exposure to the reshoring of manufacturing and the energy sector. i think energy drives a lot of interesting peripheral activity. strengthen the rails and other transports, we think will also be beneficiaries here, as well as infrastructure play as well as mlps. >> do you agree with that? >> i like health care, but i also like consumer, and even though the consumer doesn't have as much confidence as they had before, i think in terms of upside versus downside, that's a place that i'm looking. and when you have a company like footlocker that's trading at 5.5 times ebitda, how much lower can it really go? big lots, same thing. there are a lot of these names that have been beaten up that don't have a
in addition, energy continues to look attractive. so, again, a very pro-cyclical stance, but one we think is very appealing from a value situation standpoint. >> okay. and in terms of sectors leading growth, same question to you both. what do you think? >> we're going to add on to that list. things like the regional financials the that have exposure to the reshoring of manufacturing and the energy sector. i think energy drives a lot of interesting peripheral activity. strengthen the...
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Mar 22, 2013
03/13
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FBC
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in addition to that, the north american energy renaissance is a secular thing that we are very bullish on. many are well-positioned to take advantage of this exposure. >> the other one is technology. let's talk about technology and we were having a conversation about this. you like that company, and what about microsoft? >> well, microsoft is cheap among that. we are talking about a company that is something that has a decent dividend yield. technology is going to be right in the way, being able to reinvest in productivity, which they haven't done in a large way in a very long time. >> i want to leave you with the3 stocks you don't like. consumer staples looking at some of the performance of the s&p. the best performing group this week, you don't like them. why is that? >> comer companies like procter & gamble. terrific companies that are trading at 17 to 19 times multiple. and the valuation expansion is unlikely. connell: think you so much, chief investment strategy. thank you, mark. >> thank you. connell: just under six minutes before the closing bell rings. there we are, about 90 po
in addition to that, the north american energy renaissance is a secular thing that we are very bullish on. many are well-positioned to take advantage of this exposure. >> the other one is technology. let's talk about technology and we were having a conversation about this. you like that company, and what about microsoft? >> well, microsoft is cheap among that. we are talking about a company that is something that has a decent dividend yield. technology is going to be right in the...
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Mar 22, 2013
03/13
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that the energy infrastructure story for the u.s. is very much in tact. dresser and trinity are two plays there, and those are stocks we've talked about throughout this year. and they're going to be the stocks we're talking about in december of this year still. >> maria, i agree you have to play -- >> go ahead. >> i agree that you want to be playing offense here, in the long-term. i mean, if you look at the trends in capital spending on the corporate sector, even though unemployment is still high, it has come down. hiring is occurring. and you are going to see -- you can't keep hiring people and not give them computers to work with. so i think that, eventually, capital spending is going to catch up with employment, and that's going to also be a driver. >> maria, you want to own your health care stocks, johnson and johnson, pfizer, abbott. and in that oil services industry, schlumberger, halliburton, and baker international. you cannot get to that shale gas nor shale oil. mexico cannot touch theirs. and you're going to see further reform in the energy sect
that the energy infrastructure story for the u.s. is very much in tact. dresser and trinity are two plays there, and those are stocks we've talked about throughout this year. and they're going to be the stocks we're talking about in december of this year still. >> maria, i agree you have to play -- >> go ahead. >> i agree that you want to be playing offense here, in the long-term. i mean, if you look at the trends in capital spending on the corporate sector, even though...
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Mar 18, 2013
03/13
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anything exposed to the energy states, too. the big banks don't have a large concentration to those areas. they're well exposed, but they don't have a large concentration. >> would you put new money to work in this market right here? >> yeah. absolutely. bank of america is -- >> i mean the broader market given the fact that last week we were hitting record after record after record. >> without a doubt. i have not been this constructive, this bullish on the u.s. and equities in my career. >> meredith, good to have you on the program. thank you so much. meredith whitney joining us on banks and the market. >>> closed banks, protesters in the streets. the revolt in cyprus over ordinary depositors paying for the bailout is rocking the world and has people wondering if another eurozone country could be next. or, worse, could it happen here? exclusive reaction from john thain, head of cit group and former ceo of merrill lynch. also cit's turnaround from bankruptcy and whether it is up for sale. stick around for john thain. back in a m
anything exposed to the energy states, too. the big banks don't have a large concentration to those areas. they're well exposed, but they don't have a large concentration. >> would you put new money to work in this market right here? >> yeah. absolutely. bank of america is -- >> i mean the broader market given the fact that last week we were hitting record after record after record. >> without a doubt. i have not been this constructive, this bullish on the u.s. and...
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Mar 21, 2013
03/13
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both bloomberg and telegraph reporting that energy drinks may boost blood pressure and lead to an erratic heartbeat. those were findings presented at the american heart association, in new orleans. the fda has been investigating drinks made by companies, including monster beverage and red bull. maria, back to you. >> all right, thank you so much, josh. >>> flat and nervous, that's how my next guest describes the u.s. market today. dennis gartman is founder, editor, and publisher of the gartman letter. he joins us right now with more. good to see you, dennis. >> maria, good to have me on. nice to be here, especially following jim grant. >> today wasn't flat, the market was down 90 points on the dow, but it was certainly nervous. what would you say about today's market average and what does it tell us as far as what's ahead? >> i think what we're seeing is a continuation of problems emanating from cyprus. i'm one of those problems who believes that the cyprus circumstance is a good deal more serious than most people are giving it attention to. over the course of the last week, we're down, w
both bloomberg and telegraph reporting that energy drinks may boost blood pressure and lead to an erratic heartbeat. those were findings presented at the american heart association, in new orleans. the fda has been investigating drinks made by companies, including monster beverage and red bull. maria, back to you. >> all right, thank you so much, josh. >>> flat and nervous, that's how my next guest describes the u.s. market today. dennis gartman is founder, editor, and publisher...
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Mar 26, 2013
03/13
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energy prices have been pretty well behaved. i think that will continue. wages, also. and i do think that we will see money coming into this economy. that will help to keep these trends going. and i think that will be a real gift. and i think cyprus was probably a gift to the u.s. treasury market, to help keep rates very low and attract save investors. >> and we welcome now tim leetch. cyprus to you is so yesterday. you're watching slovenia, right? >> that's right, bill. >> slovenia? >> slovenia. we're trying to look over the horizon, as opposed to yesterday. and when we see the banking pressure on countries like cyprus, we think about what's next. and what does this really mean for the stability of the banking structure in europe as a whole. and we're concerned, frankly. we haven't seen the structural repairment that the europeans have had to step up to do. and certainly, cyprus hasn't convinced anyone that the european leadership has their act together. >> so, yesterday, the sell-off was the fear, and this was inflamed by the dutch finance minister, that maybe the cy
energy prices have been pretty well behaved. i think that will continue. wages, also. and i do think that we will see money coming into this economy. that will help to keep these trends going. and i think that will be a real gift. and i think cyprus was probably a gift to the u.s. treasury market, to help keep rates very low and attract save investors. >> and we welcome now tim leetch. cyprus to you is so yesterday. you're watching slovenia, right? >> that's right, bill. >>...